QuickBooks SetUp Services
Why QuickBooks Online?
I use QuickBooks Online for small business accounting to keep your finances organized, accurate, and easy to manage. This allows me to securely access your books anytime, streamline your bookkeeping, and keep everything up to date in real time.
While QuickBooks is designed to be user-friendly, the initial setup can be tricky. A proper QuickBooks setup makes bookkeeping faster, easier, and more accurate. My setup services will ensure your books are correct from the start.
QuickBooks Setup Includes
Chart of Accounts Setup
The chart of accounts organizes your income, expenses, assets, and liabilities, creating the foundation of your bookkeeping system. Every financial report in QuickBooks — including your Profit & Loss Statement and Balance Sheet — pulls information directly from these accounts. I’ll customize your chart of accounts to fit your business, ensuring transactions are categorized correctly so your financial reports are accurate, organized, and meaningful.
Bank and Credit Card Feeds
I’ll securely connect your bank and credit card accounts to automatically download transactions. Each transaction is accurately categorized and reconciled, helping reduce errors, save time, and simplify your monthly account reconciliations.
Additional Setup Items
Additional QuickBooks Setup Services Include:
- Invoice Customization – Personalize the design and layout of your invoices to match your business branding and create a professional customer experience.
- Payment Terms & Automated Reminders – Set up standard payment terms and automated overdue invoice reminders, to help improve cash flow and encourage timely payments.
- Customer & Vendor Setup – Organize and configure customer and vendor accounts for accurate transaction tracking and streamlined bookkeeping.
- Products & Services List – Create and organize your products and services list for accurate invoicing, reporting, and income tracking.
- Location Tracking – Set up locations to help you track income and expenses by business location or department.
- Financial Report Templates – Customize key financial reports for your business, including Profit & Loss Statements, Balance Sheets, and Cash Flow Reports, so you always have meaningful financial insights available.
User Permissions & Roles
I'll create user profiles and assign specific roles and access levels to team members and/or external accountants (based on their designated responsibilities).
After-the-Setup
After your QuickBooks setup is complete, I also offer Ongoing Support services to keep your books accurate and up to date.
If your financial records need to be corrected or reorganized, my QuickBooks Cleanup service can help, and If you’ve fallen behind on bookkeeping, my QuickBooks Catch-Up service will bring your accounts up to date and get your business back on track.